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How to customize your IsOn24 Call Agent

How to customize your IsOn24 AI voice assistant



Welcome to IsOn24!

It is time to automate the busy work of answering repetitive phone calls and focus on growing your business.

In this post and the short video below, you will learn how to quickly customize the IsOn24 call agent to professionally answer phone calls, generate leads, book appointments, and share information with your customers.
But first, have you listened to your call agent?
If not, then please call your IsOn24 phone number now. Your IsOn24 phone number is shown at the top of the IsOn24 app and in the welcome email you received after signing up.



How was your call with your agent?

 

Let's understand how your call agent works

Your IsOn24 account has a new local number you can use as your business phone number. Alternatively, if you want callers to continue using your current phone number, you can forward calls to your IsOn24 number. You are also welcome to port your current phone number to IsOn24 to avoid additional charges from your current provider. For more information, click here.

You can choose your agent's voice from a list of over 50 male and female voices in various accents. You can also record greetings and answers in your voice. You can also customize whether your call agent listens to the caller or asks them to press digits on their phone.

To answer the caller's questions, your agent relies on a list of options; You will customize these options later in the process. 
If the call ends with a new lead, appointment, or message, your agent will alert you with a text message and an email. You can manage these alerts in the IsOn24 app. There, you will also find a detailed transcript for each call answered by your agent.

You can easily customize every part of your AI assistance behavior. For example, your agent can forward some calls to your number or automatically queue incoming calls and then distribute them to your team, like in a call center.
You should think of your call agent as a new hire in your office. 
It has some prior experience, and it is ready to learn about your business from you. If you need any help, the IsOn24 professional customization team is always available.

Let's customize your Call Agent.

We will follow these simple steps:
  1. Complete business information
  2. Customize Call Experience
  3. Tour essential features
  4. Connect your current phone (if needed)

Complete business information

Add some basic business information such as your business hours, address, or service area, logo, and website.

Customize the Call Experience

The call experience is a list of options your call agent has learned about so far. For example, "booking appointments," "forwarding calls," and "sharing your business hours." You will modify the current set of options and add new options, such as pricing questions, relevant to your business. You will find another detailed video for customizing the Call experience in the IsOn24 app. We highly recommend watching that video before training your call agent.

Tour essential features

Almost every business needs these essential features. 

Conversations

The Conversations is a messaging tool. You will find voice mails, text messages, and online chat inquiries here. And you will reply to your customers via text messages. Businesses love this because it is a straightforward yet highly effective customer support tool.

Appointments

The IsOn24 appointments feature will completely automate your scheduling process.  
Your clients will book meetings or reservations over the phone,
text messages, and online. You can quickly connect your current calendar with IsOn24.

Connect your current phone.

The last essential step is to connect your call agent to your current phone. This step is straightforward. You can set up call forwarding from your current phone to your IsOn24 number in just two minutes. We have described call forwarding and number porting options in this blog post.
If you need any help with call forwarding, let us know.

Thank you for reading, and welcome aboard.

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